Chartwell Investment Partners, LLC
● SEC registered since 2014CRD 170335SEC# 801-79127Berwyn, PA
Reg. AUM
$12.97B
Employees
31
Accounts
340
Location
Berwyn, PA
Chartwell Investment Partners, LLC assets under management
Chartwell Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Berwyn, PA. The firm has been registered since 2014. It reports $13 billion in regulatory assets under management and employs 31 people.
Chartwell Investment Partners, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Fetterolf Control | Director | Under 5% | 2024 |
| Christine F Williams Control | Director | Under 5% | 2024 |
| Edward Rick IV Control | Director | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Chartwell Investment Partners, LLC manage?
Chartwell Investment Partners, LLC reports $13 billion in regulatory assets under management on its Form ADV.
How many employees does Chartwell Investment Partners, LLC have?
Chartwell Investment Partners, LLC reports 31 employees.
Where is Chartwell Investment Partners, LLC located?
Chartwell Investment Partners, LLC is based in Berwyn, PA and has been SEC-registered since 2014.
Does Chartwell Investment Partners, LLC disclose fund performance?
Chartwell Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1205 Westlakes Drive, Suite 100, Berwyn, PA 19312 |
| Phone | 610-296-1400 |
| Fax | 610-296-1430 |
| Office hours | 9:00 To 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1616525 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.97B▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$12.97Bregulatory AUM
Discretionary $9.75BNon-discretionary $3.22B